Stretching an Inherited IRA can help a client's beneficiaries (spouses or others) avoid a large tax hit upon inheritance while allowing the account to continue growing tax-deferred over time. Are you discussing this important strategy with your clients?
To support these conversations, we’ve created a set of valuable resources to guide your discussions and help your clients make informed decisions.
Plus, check out our article: "How Can You Extend the Benefits of an Inherited IRA?". You can easily share this with your clients—just click "Email Your Clients" to send them a direct link.
Let’s make these conversations easier and more impactful!
Related Value-Add Marketing Resources
| Brochure – Extending Benefits of Inherited IRAsA guide for your clients on what they need to know if they have inherited an IRA. | |
| Brochure – Extending Benefits of Inherited IRAs for Non-Spousal BeneficiariesA guide for your clients who inherit a non-spousal IRA. | |
| Brochure – Guide to Inherited IRAsA guide for clients on the details of Inherited IRAs. | |
| Seminar - The Life of Your IRAA seminar for advisors to present to clients on bequeathing an IRA. | |
| Brochure – Leading A Family Meeting on Wealth TransferA step-by-step guide on talking with your clients about gifting or inheriting assets. | |
| Brochure for Financial Professionals – Inherited IRAs At-a-GlanceA handout on the main points to discuss with clients about Inherited IRAs. | |
| Brochure for Clients – Inherited IRAs At-a-GlanceA client-facing handout on what to know about Inherited IRAs. |
Shareable Content
| Share How Can You Extend the Benefits of an Inherited IRA? with your clients. Email Your Clients |